# Fabian Waldner

> Fabian Waldner is a fee-only financial advisor at Eiger Wealth Management in San Diego, California. Fabian focuses on retirement planning, estate & legacy planning and tax planning. Eiger Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/fabian-waldner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Eiger Wealth Management
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $338.7M across 567 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Pre-retirees, Multi-generational families, Mid-life transitions
- **CRD:** 5403086 (https://adviserinfo.sec.gov/individual/summary/5403086)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2007)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.eigerwealth.com

## Frequently asked questions

### Is Fabian Waldner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Fabian holds no broker registration, and Eiger Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Fabian charge for financial advice?

Fabian's firm, Eiger Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Fabian Waldner based?

Fabian Waldner is based in San Diego, California.

### What does Fabian specialize in?

Fabian's specialties include retirement planning, estate & legacy planning and tax planning. Fabian works with pre-retirees, multi-generational families and mid-life transitions.

### Is Fabian Waldner registered with the SEC?

Yes. Fabian Waldner is registered as an investment adviser representative in CA and TX (CRD 5403086), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Eiger Wealth Management manage?

Eiger Wealth Management reports $338.7M across 567 accounts in assets under management.

### How do I contact Fabian Waldner?

Through Fabian's website, www.eigerwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5403086): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.eigerwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.